Author
@altcap altcap
Institutional growth PM evangelizing a data-grounded, secular AI-infrastructure bull thesis
Posts macro frameworks and fundamental commentary on the AI
trader score
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hit rate
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mean α
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signals 14d
7
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -2.9% since posting (mean over 1 mentions with price data).
Recent signals7receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @altcap | · | Remains bullish on AI long term but expects the next market leg higher after AI revenue reaccelerates. | · | tweet ↗ |
| 2026-10-15 | · | @altcap | · | Argues AI is accelerating while markets struggle to assess revenue pacing relative to capital expenditure. | · | tweet ↗ |
| 2026-10-15 | NVDA | @altcap | +0.55 | Bullish AI framework cites Nvidia supply unlocks, capex and large-scale deployment of Nvidia agents. | -2.9% | tweet ↗ |
| 2026-10-08 | SPX | @altcap | +0.40 | Argues youth investment accounts directing contributions to the S&P 500 can broaden wealth creation. | · | tweet ↗ |
| 2026-10-07 | BRK.B | @altcap | +0.25 | Supports child investment accounts funded through S&P 500 index funds or donated Berkshire shares. | · | tweet ↗ |
| 2026-10-07 | SPX | @altcap | +0.35 | Supports child investment accounts funded through S&P 500 index funds or donated Berkshire shares. | · | tweet ↗ |
| 2026-10-04 | · | @altcap | · | Reports Treasury completion of automatic enrollment for Trump Accounts. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.